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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $92,743-59.3% | $82,744-54.4% | $134,532-72.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -15.40% | 946.63%-962.0pp | 702.22%-717.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,901 | $4,802-60.4% | $4,395-56.8% | $6,401-70.3% |
| Admin fee / account holder | $7,467 | $5,977+24.9% | $5,325+40.2% | $11,429-34.7% |